Civic Intelligence

J Edgar Monroe Foundation 1976

990PF • Fiscal year 2016 • EIN 72-0784059

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 12, 2017

Organization Profile
3939 North Causeway BoulevardMetairie, LA 70002

(504) 529-3539

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

10th percentile

-53%

Higher net margin than 10% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

30th percentile

$19,100

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

21st percentile

-4.2%

Faster asset growth than 21% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-10%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$6,666,045

Down $292,191 (-4.2%) from 2015

Net Assets

Down

$6,666,015

Down $291,724 (-4.2%) from 2015

Liabilities

Down

$30

Down $467 (-94%) from 2015

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin10th percentile

Revenue

Down

$552,973

Down $63,482 (-10%) from 2015

Expenses

Up

$844,697

Up $87,756 (+12%) from 2015

Net Income

Down

-$291,724

Down $151,238 (-108%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $5,968,945Liabilities 2010: $450Net Assets 2010: $5,968,4952010Assets 2011: $6,219,400Liabilities 2011: $480Net Assets 2011: $6,218,9202011Assets 2012: $6,006,936Liabilities 2012: $4802012Assets 2013: $6,768,085Liabilities 2013: $400Net Assets 2013: $6,767,6852013Assets 2014: $7,085,060Liabilities 2014: $0Net Assets 2014: $7,085,0602014Assets 2015: $6,958,236Liabilities 2015: $497Net Assets 2015: $6,957,7392015Assets 2016: $6,666,045Liabilities 2016: $30Net Assets 2016: $6,666,0152016Assets 2017: $6,464,533Liabilities 2017: $37Net Assets 2017: $6,464,4962017Assets 2018: $7,277,095Liabilities 2018: $595Net Assets 2018: $7,276,5002018Assets 2019: $7,268,692Liabilities 2019: $53Net Assets 2019: $7,268,6392019Assets 2020: $7,128,568Liabilities 2020: $61Net Assets 2020: $7,128,5072020Assets 2021: $12,684,866Liabilities 2021: $61Net Assets 2021: $12,684,8052021Assets 2022: $12,059,630Liabilities 2022: $61Net Assets 2022: $12,059,5692022Assets 2023: $11,365,945Liabilities 2023: $61Net Assets 2023: $11,365,8842023Assets 2024: $10,830,874Liabilities 2024: $61Net Assets 2024: $10,830,8132024

Highlighted filing

2016

Assets$6,666,045
Liabilities$30
Net Assets$6,666,015
Open 2016 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $468,5882010Expenses 2011: $310,5682011Revenue 2012: $744,885Expenses 2012: $957,349Net Income 2012: -$212,4642012Revenue 2013: $1,544,790Expenses 2013: $783,561Net Income 2013: $761,2292013Revenue 2014: $1,131,556Expenses 2014: $814,181Net Income 2014: $317,3752014Revenue 2015: $616,455Expenses 2015: $756,941Net Income 2015: -$140,4862015Revenue 2016: $552,973Expenses 2016: $844,697Net Income 2016: -$291,7242016Revenue 2017: $554,985Expenses 2017: $756,504Net Income 2017: -$201,5192017Revenue 2018: $1,608,392Expenses 2018: $796,388Net Income 2018: $812,0042018Revenue 2019: $816,593Expenses 2019: $824,454Net Income 2019: -$7,8612019Revenue 2020: $668,430Expenses 2020: $808,562Net Income 2020: -$140,1322020Revenue 2021: $6,532,963Expenses 2021: $976,665Net Income 2021: $5,556,2982021Revenue 2022: $556,273Expenses 2022: $1,181,509Net Income 2022: -$625,2362022Revenue 2023: $522,804Expenses 2023: $1,216,489Net Income 2023: -$693,6852023Revenue 2024: $699,319Expenses 2024: $1,234,390Net Income 2024: -$535,0712024

Highlighted filing

2016

Revenue$552,973
Expenses$844,697
Net Income-$291,724
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 12, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William F FineganPresident-$19,100-$19,100
Blair MonroeSec/Treasurer-$10,600-$10,600
P Kevin ColombVice President-$10,600-$10,600
Filing and Contact Details

Filer

Filer Name
J Edgar Monroe Foundation
EIN
72-0784059
Phone
5045293539
Address
3939 North Causeway Boulevard, Metairie, LA 70002

Signing Officer

Name
William F Finegan
Title
President
Signed
2017-08-12
Discuss with paid preparer
Yes

Preparer

Firm
John M McMahon CPA APAC
Address
701 N Causeway Blvd, Metairie, LA 70001-5343
Preparer
John M McMahon
Phone
5042191040
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt089949
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt089949
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0542563
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0141121
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0137871
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0141121
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt091076
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0375621
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt078187
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt016800
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt04200
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt021000
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt053600
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt013400
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt067000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt030282
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt019779
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt050061
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-19007
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-19007
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt04168
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt08887
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt013055
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0365778
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0785721
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt058976
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0844697
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0434597
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0552973
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0137090
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt058976
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0196066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52009-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62010-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72010-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82007-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt332935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt44525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt574303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt625500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7107777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8101455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt991665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1013165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt113229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt35697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-2777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-1455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt738088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt836585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt93249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt113229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt35697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-2777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-1455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt738088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt836585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt93249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt346164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt580000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt625000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7105000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9129753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1049750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0.20 shs Shire PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1.678 Shs Under Armour
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2.90 shs Chubb
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31,000 shs Baxalta Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4249 shs Talen Energy Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc580M Louisiana Loc Gov
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc625M Louisiana St. Citizens
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7105M Louisiana St. Citizens
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8100M Merrill Lynch
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91,000 shs Chubb
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10Right of Way St. Charles Land
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11Right of Way PF Monroe Properties
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt091076
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-1
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-291724
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06666015
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06957739
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06666015
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0568012
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0568012
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0568012
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0571768
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03756
IRS990PF/DistributableAmountGrp/TotalTaxAmt03756
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt02500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02358
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03618
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03756
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02358
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03756
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03756
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06118
IRS990PF/FMVAssetsEOYAmt011837103
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt081018
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0140370
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0140370
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0351455
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0250000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0265085
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03982319
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04175047
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05272002
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0268508
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0301670
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0268508
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt04278000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt06065
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt03618

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,666,045
Liabilities
$30
Net assets
$6,666,015
Revenue
$552,973
Expenses
$844,697
Net income
-$291,724
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.70$1.23$0.54
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$0.00$11.4$0.52$1.22$0.69
2022Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.56$1.18$0.63
2021Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$6.53$0.98$5.56
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.13$0.00$7.13$0.67$0.81$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.27$0.00$7.27$0.82$0.82$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.28$0.00$7.28$1.61$0.80$0.81
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.46$0.00$6.46$0.55$0.76$0.20
2016Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$0.55$0.84$0.29
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.96$0.00$6.96$0.62$0.76$0.14
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.09$0.00$7.09$1.13$0.81$0.32
2013Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$1.54$0.78$0.76
2012Summary only. Only limited summary data is available for this year.$6.01$0.00$0.74$0.96$0.21
2011Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$0.31
2010Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.47